Create Salesforce Lead (simple)
Create or update Salesforce leads from a simple online form.
Easily integrate Salesforce with Matrix to push Matrix form data into Salesforce to create or update a Lead.
Using a simple Matrix form, visitors to your website can register their interest. Connect takes this contact information and pushes it to Salesforce where it creates a new lead for every unique email, or updates the record for any email that already exists.
It’s easy to integrate using a Recipe. All you need is the right credentials to connect. We recommend you test the integration with a Sandbox account before using it in production.
- Click the Activate recipe button to deploy this Recipe in Squiz Connect.
- Sign into Squiz Connect if you’re not already signed in.
- Follow the on screen instructions to finish deploying the Recipe.